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Fiduciary-Based Wealth Management

We are a wealth management firm that provides objective advice based solely on your best interests. Our commitment is to provide transparency, high-touch service, and goal-driven performance. A disciplined process. An independent perspective. A commitment to always putting clients first.

Todd Bendell, Jonathan Elliott

Meet Our Team

Our dynamic team of advisors and associates is dedicated to providing high-touch service and creating an exceptional client experience. Our team comes from diverse backgrounds, which they can draw upon to assist our clients best.

Todd Bendell and Jonathan Elliott

Our Approach

Wealth Management with Optima begins by first understanding your beliefs and helping define your life goals with your team of financial experts who are here for you before, during, and after any of life's changes.

Todd Bendell and Jonathan Elliott

Institutional Capabilities

Our clients can access institutional investment managers and family office services through our custodians, such as Charles Schwab.

Todd Bendell

Start a complimentary financial plan with a CFP® professional

According to a recent Gallup survey, only 38% of U.S Investors have a written financial plan to help achieve and maintain wealth throughout retirement. It all starts with a conversation.

Our Partners

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